NON-PARTNER ONLY

Service Bureau Mentorship

This isn’t a course you buy and forget. This is mentorship, real people, real accountability, and real results. We built this for the ones who are serious about turning their tax business into something bigger. Inside the mentorship, you’ll get the systems, the support, and the strategy we actually use to run a profitable service bureau. But more than that, you’ll have people in your corner who won’t let you play small.

In this program, you'll learn how to:

  • ASSISTANCE WITH Service Bureau BUILDOUT

  • ASSISTANCE WITH TAX PROFESSIONAL Website

  • Professional Service Bureau Funnel Page

  • ASSISTANCE WITH Professional Business Presentations

  • Business Automation Tools

  • FREE ACCESS TO OUR ELITE TAX PROFESSIONAL COMMUNITY

  • FREE ACCESS TO OUR ELITE sERVICE BUREAU COMMUNITY

  • aCCESS TO OUR ELITE INNER CIRCLE PROGRAM

  • "How to Start a Tax Business" E-Book

  • aSSISTANCE WITH WEBSITE BUILD OUT

  • ASSISTANCE WITH FUNNEL BUILD OUT

  • ASSISTANCE WITH FACEBOOK ADS

  • ASSISTANCE WITH BUSINESS AUTOMATION

  • Social Media Management Support, including social media ads

  • ASSISTANCE Linktree design

  • Program Build-Out Assistance

  • Service Bureau Contracts

  • Training on how to host successful live events

  • Guidance on conducting live webinars

  • Strategies for building a strong online presence

  • Tips on how to build a community

  • Techniques for recruiting team members

  • Insights on creating a strong brand

  • Advice on establishing a support system

  • Payroll services

  • ACCESS TO ceO, cheyenne d.

How to get started?

STEP 1 : PURCHASE

Begin your journey by purchasing your service bureau mentorship for non-partners.

STEP 2: FILL OUT QUESTIONNAIRE

Fill out the Business Review Questionnaire, ensure that you provide essential details/information so the coaching call is tailored to your needs.

STEP 3: SCHEDULE 1-ON-1 SESSION

After you have submitted the questionnaire, you will receive a scheduling link to schedule your 1-on-1 coaching call session.

STEP 4: PREPARE & SHOW UP!

Prepare for the coaching session at your scheduled time, gather any relevant documents or questions to maximize the session.

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